Chris DeMuth's state of the markets July 2022

from Yet Another Value Podcast · host Andrew Walker

Chris DeMuth returns to the podcast to talk about what's on his mind in the markets this month, including updates on TWTR, the state of antitrust, and the opportunity set in squeeze outs.0:00 Intro2:45 Markets Overview4:25 Sanderson Farms (SAFM)8:00 Majority owned companies and squeeze outs10:40 CLR update and energy companies21:55 Energy companies now versus Tobacco in the 80s26:10 TWTR update28:50 Review of the TWTR expedited hearing35:25 Will Twitter win specific performance if they win the trial?40:20 Thoughts on TWTR's complaint and Elon's response46:30 Was Elon's attempt to break the deal now bad strategy?52:45 TWTR wrap up

Episode metadata supplied by the publisher feed · Published Jul 28, 2022

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Chris DeMuth's state of the markets July 2022

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